Deep Enrich
Julie Townsend APFS
Technical Adviser: Pensions, Investments, Tax & Trusts
575 followers
Swindon, England, United Kingdom
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About me
Chartered Financial Planner
Education
Kingsdown
-
Experience
Zurich Insurance plc
May 1982 - Mar 2017Technical Adviser: Pensions, Investments, Tax & Trusts
…
Dec 2019 - nowChartered Financial Planner
Licenses & Certifications
Diploma in Financial Planning
Chartered Insurance InstituteJul 2009Chartered Financial Planner
Chartered Insurance InstituteDec 2019
Honors & Awards
- Awarded to Julie Townsend APFSAF5 Financial Planning Process CII Oct 2019
- Awarded to Julie Townsend APFSAF1 Personal Tax and Trust Planning CII Oct 2018
- Awarded to Julie Townsend APFSAF3 Advanced Pension Planning CII Apr 2014
- Awarded to Julie Townsend APFSJ05 Pension Income Options CII Apr 2013
- Awarded to Julie Townsend APFSR04 Pensions and Retirement Planning CII Feb 2013
- Awarded to Julie Townsend APFSJ03 Tax and Legal Aspects of Business CII Oct 2012
- Awarded to Julie Townsend APFSEnglish for Business Communications City and Guilds Jan 2010 First class pass
- Awarded to Julie Townsend APFSWriting Effective Digital Copy Institute of Direct Marketing Jan 2010
- Awarded to Julie Townsend APFSDiploma in Financial Planning CII Jul 2009
- Awarded to Julie Townsend APFSFA1 Life Office Administration CII Jul 2009
- Awarded to Julie Townsend APFSJ01 Personal Tax CII Apr 2008
- Awarded to Julie Townsend APFSJ02 Trusts CII Apr 2007
- Awarded to Julie Townsend APFSCF2 Investment and Risk CII Apr 2006
- Awarded to Julie Townsend APFSCF6 Certificate in Mortgage Advice CII Apr 2005
- Awarded to Julie Townsend APFSFP1 CII Jan 1996
- Awarded to Julie Townsend APFSFP2 CII Jan 1996
- Awarded to Julie Townsend APFSFP3 CII Jan 1996
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